Ellis James Partners Ltd

Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.

Junior Paraplanner - Technical Development Role Wakefield £25,000-£28,000 + Bonus + Benefits From admin to advice - this is your next step. We're working with a respected and fast-growing wealth management firm in Wakefield that's part of a national advisory network. They're looking for a motivated, technically minded individual who's ready to build a long-term career in financial planning. If you've already completed RO1 and have some experience with report writing or technical admin, this is your chance to move into a structured paraplanning pathway -with mentorship, study support, and hands-on exposure to the full advice process. What you'll be doing: Supporting case analysis and producing AI-assisted suitability reports. Conducting research across pensions, investments, and protection. Drafting suitability letters and supporting documentation. Liaising with advisers and compliance to keep cases moving. Learning the ropes of technical calculations, compliance, and client implementation. What you'll bring: RO1 qualification (CII or equivalent) - essential. A clear desire to complete your Diploma and grow into a full Paraplanner role. Strong attention to detail and a proactive, learning-focused mindset. Some experience in financial services admin or technical support. What's on offer: £25,000-£28,000 salary depending on experience. Up to 15% bonus (10% production + 5% performance). 25 days holiday + bank holidays + appraisal reward day. Pension & life assurance (4x salary). Hybrid working and a 35-hour week. Structured development: study support, mentorship, and a clear career path. If you're ready to move beyond admin and start building your technical career in financial planning, we'd love to hear from you.

Trainee Financial Planner - Client-Facing Development Role Worcestershire (within 30 mins of Worcester) £40,000-£45,000 + Bonus + Benefits + Hybrid From paraplanning to planning - your next step starts here. We're working with a highly respected, independent wealth management firm that's offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role. This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You'll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner. Why this role stands out: You'll work closely with an experienced adviser, supporting real complex client cases from day one. You'll attend meetings, contribute to advice delivery, and build your confidence in front of clients. You'll be supported through your journey to Chartered status, with structured development and full funding. What they're looking for: Level 4 qualified (RO1-RO6 or equivalent) - essential. Ideally working toward Chartered or keen to start. Strong technical foundation in financial planning - paraplanning or technical admin experience preferred. A confident communicator with a genuine interest in building long-term client relationships. Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites. What's on offer: Competitive salary + annual bonus (behaviour-linked). 8% employer pension contribution. Private medical insurance, income protection, and death-in-service cover. 35-hour week with flexible working. Full support for professional development and qualifications. If you're a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you've been waiting for.

Financial Services Administrator - Wealth Management Wakefield £25,000-£27,000 + Bonus + Benefits We're working with a respected and growing wealth management firm in Wakefield that's part of a national advisory network. They're looking for an experienced administrator who's ready to take ownership of client processes, support advisers directly, and deepen their technical knowledge in financial planning. This is a brilliant next step for someone with 2+ years in financial services admin - especially if you've worked in a regulated environment and want to build toward paraplanning or compliance. What you'll be doing: Managing client onboarding and investment transactions with accuracy and care. Liaising with providers and clients to gather key information and resolve queries. Supporting advisers with meeting prep, reports, and CRM updates (Salesforce). Handling technical calculations like critical yield and IHT allowances. Contributing to process improvements and compliance best practice. What you'll bring: At least 2 years' experience in financial services admin (SJP experience a plus). Strong working knowledge of FCA regulations and compliance standards. Confidence with Microsoft Office and CRM systems. Exceptional attention to detail and a proactive mindset. A collaborative attitude and desire to grow within the role. What's on offer: £25,000 base salary with clear progression pathways. Up to 15% bonus (10% production + 5% performance). 25 days holiday + bank holidays + appraisal reward day. Pension & life assurance (4x salary). Supportive team culture with structured development. If you're ready to step into a more technical, adviser-facing role, and want to be part of a firm that values precision and progression - we'd love to hear from you.

Financial Planner - Flexible, Employed Role Meriden (Hybrid) £60,000-£70,000 + Bonus + Benefits No validation. No pressure. Just great planning. We're working with a well-established, independent wealth management firm offering a rare opportunity for an experienced Financial Planner to join their advisory team in a full-time, employed capacity. This is a client-facing role with flexibility built in - a couple of days in the Meriden office, with the rest spent working remotely or visiting clients. You'll be supported with structured development, generous benefits, and a culture that values ethics, autonomy, and long-term relationships. Why this role stands out: No validation targets - just a commitment to quality advice and strong performance. Some clients provided, but you'll also have the freedom to build your own network. Chartered status preferred, but support is available if you're still working toward it. What they're looking for: 3+ years working as a Financial Planner. Level 4 qualified (Diploma in Regulated Financial Planning) - Chartered or happy to work toward. Proven experience delivering holistic financial advice across pensions, investments, protection, and tax planning. Confidence in generating new client opportunities and building professional relationships. A strong ethical compass and commitment to delivering good customer outcomes. What's on offer: Competitive salary with annual bonus (behaviour-linked). 8% employer pension contribution. Private medical insurance, income protection, and death-in-service cover. Structured support for ongoing professional development. Hybrid working with flexibility to suit your lifestyle. If you're ready to join a firm that values integrity, autonomy, and long-term client relationships, and want to do it without the pressure of validation, we'd love to hear from you. Applicants up to 1 hour commute will be considered - areas include Leicestershire, Oxfordshire, and Birmingham

Mortgage Adviser - London An opportunity to build your own division with the backing of an established firm You may have thought about going solo. The freedom, the ownership, the chance to build something of your own. But the challenge of upfront costs, risk, and no client pipeline can make that difficult. This role offers a different path. A well-established London wealth management firm is creating a Mortgage division and is looking for an experienced adviser to lead it. This is an opportunity to take real ownership, without starting from zero. What's on offer Guaranteed income for at least 6 months while you get established 70/30 split in your favour on all income generated 25% ongoing income from wealth referrals Freedom to grow your own team as the division expands Warm leads and introductions from existing clients and introducers Future capital ownership within the business Why this role stands out You'll have the independence to build and shape a new division, but with the safety net of guaranteed income and the infrastructure of a respected brand behind you. This isn't about maintaining someone else's business. It's about building your own, with support in the areas that matter most. What we're looking for Proven track record as a Mortgage Adviser Confidence working with autonomy Ambition to grow beyond a single adviser role A long-term mindset and commitment to building a division If you've ever wanted to take the next step towards independence but without the uncertainty, this could be the right move.

Paraplanner Salary: £35k to £50k Plus up to 7 percent annual bonus, paid every 6 months Location: Heaton Mersey with hybrid after probation Hours: 34.5 per week, flexible start between 8 and 10 A role built around flexibility, progression, and doing high quality work. If you're an experienced paraplanner who enjoys real involvement in the advice process and working with a team that values what you do, this role offers the balance and autonomy you're probably looking for. - A short probation period in the office - Hybrid once signed off (most do 1 day in, some prefer more) - A 34.5 hour working week - Flex start between 8 and 10 - A team who actually values the paraplanning function This is paraplanning done properly. What you'll be doing You'll be central to how advice is built and delivered across the firm, working closely with advisers and the operations team. Your day to day includes: Product research, solution design, and full suitability report writing Portfolio analysis across pensions, investments, and drawdown Investigating client needs and shaping advice with advisers Preparing accurate documents, letters, and technical summaries Reviewing and validating adviser information for compliance Working with internal analytical models to assess existing portfolios Supporting ongoing project work led by the Paraplanning Manager Providing technical guidance to the admin team Occasionally covering client calls when the team needs support Staying sharp through ongoing technical learning and market awareness You'll never be asked to give regulated advice, but you will be hands-on in everything that sits behind it. What we're looking for Experience in a dedicated paraplanning role Level 4 ideal, though part-qualified considered with full support Confident with industry systems and research tools Detail focused with strong written communication A proactive, curious mind that enjoys problem solving Comfortable asking questions and challenging unclear advice Warm, collaborative, and happy in a team environment Why this firm? Because the environment is built to help you thrive. Hybrid working once probation is passed Shorter working week (34.5 hours) Flex-start mornings Clear progression and technical development A genuinely friendly, fun, and supportive team You work where the rest of the team work: same desks, same tools, same environment Leadership that values paraplanners and invests in them If you're looking for a paraplanner role that blends balance, flexibility, and serious technical involvement, this could be a brilliant fit.

Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.

Financial Adviser Taunton or Bristol (you chose) £30,000 - £40,000 + 40% IAF Whether you're a Level 4 trainee ready to step up, a banker wanting proper client-facing work, or an experienced adviser tired of the self-employed grind - this could be your next move. This is a servicing-focused role where you get to build real relationships with established clients - no cold calling, no constant prospecting pressure. Just quality financial planning, proper support, and the time to do the job right. Oh, and 40% paid on all initial fees, no threshold. Why this role? You'll join a growing advisory team with top-tier backing, resources, and a solid reputation to work with. But here's what really matters: you'll have an allocated client bank to look after, with scope to deepen relationships and introduce planning solutions where it makes sense. No one's micromanaging your diary or pushing you to hit arbitrary targets. You'll have admin support, full training if needed, a collaborative team around you, and the freedom to focus on what you're qualified to do - advise. What's different about this one? No self-employed grind - employed role with stability and benefits Servicing-led, not sales-led - your job is to look after clients well, not chase volume Multiple locations - based in Taunton, Bristol, or Cheltenham (your choice) Genuine progression - part of an ambitious, expanding business with clear career pathways Proper support - you're not working in a silo; there's a team around you What you'll be doing Proactively managing and servicing an allocated portfolio of existing clients Conducting thorough reviews across investments, pensions, IHT planning, and corporate advice Presenting clear, personalised recommendations in a way clients actually understand Engaging with new clients when they're introduced to the firm (but it's not your primary focus) Working with administrators and colleagues to deliver a first-class service Staying on top of regulation, products, and best practice through ongoing CPD What you'll need Diploma in Financial Planning (CII or equivalent) Confident communicator who can simplify complex advice Organised, detail-focused, and good under pressure Valid driving licence (for occasional client meetings) What you'll get The practical stuff: Competitive salary with performance-related incentives 30 days holiday + bank holidays + Christmas closure A day off for your birthday Contributory pension scheme Generous sick pay The lifestyle perks: Study support (time + funding) BUPA Employee Assistance Programme Referral commission for introducing friends/family to the group Part of the company charity foundation The career stuff: Structured training and professional development Clear progression pathways A genuinely collaborative culture where people actually support each other Sound like something you'd enjoy? If you have a level 4 diploma and want to focus on doing great work with full training or without the self-employed stress, this could be a brilliant fit. Hit apply, or drop me a message for a quick chat. Ellis James Partners Recruitment for financial planning firms that actually get it

Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.

Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.